Payroll Guide, Section 1 - Payroll Setup

This section of the Payroll Guide will take you through all the setup required to perform payroll export in Ameego. The setup steps covered in this guide are as follows:

  1. Payroll Settings 
  2. Department Settings
  3. Employee Settings

All of these steps can be performed on the Intel / Payroll Settings tab in Ameego. Following these simple steps accurately will result in a smooth experience running your first payroll export. 

NOTE: Before performing a payroll export there are 2 important items you’ll want to check on:

  • Some data mapping may be required by your payroll provider.  As a result, we recommend contacting your payroll provider ahead of time to check and see if anything is required prior to performing your first payroll export.
  • Check with Ameego to ensure that we calculate statutory pay in your province. 

Now, let's get started with the setup steps.

Step 1 - Payroll Settings 

Your payroll settings will control the data that is exported. If you are unsure of any of these steps, please don’t hesitate to reach out to our support team with questions that arise.

Please note that only users with the permission level of 'Manager' will be able to access the 'Payroll Settings' or 'Payroll Export' tabs in Ameego Manager. 

Once your settings have been completed they will be saved and remain in place for future exports. You can adjust these settings at any time should your requirements change. Follow the steps below to setup for your payroll export in Ameego.

  1. Navigate to the INTEL section, then click the ‘Payroll Settings’ tab.
  2. Click on the ‘Setup Payroll’ button to select your payroll provider. 
  3. Choose your payroll provider by clicking the ‘Select’ button. If you have already selected and saved a payroll provider and need to change it, click ‘Edit Settings, then ‘Select Other Payroll’. 
  4. Payroll Settings: Some payroll providers will need some additional information input at the top of the settings page. These IDs identify your location or account in your payroll export. Fill in these fields if required. *See note below.
  5. Other settings to be included on payroll run: This area will indicate that some additional IDs may be required for each payroll run. This is simply instructional and the information listed will be needed for each export.
  6. Statutory Holiday Setting: Set the Province of your location if not already set.
  7. Statutory Holiday Pay Calculations: Turn on ‘Statutory Holiday Pay Calculations’ if you wish to include this in your payroll export. *See note below for definition.
  8. Statutory Holiday Premium Pay: Turn on ‘Statutory Holiday Premium Pay’ if you wish to include this in your payroll export. *See note below for definition.
  9. Click the 'Save Changes' button.
  10. Click the 'Payroll Settings' option in the menu to review your settings. If you need to make any changes, click the ‘Edit Settings’ button. 

Payroll Setting Notes:

  • Payroll Setting:  Each payroll provider may require certain ID’s to be associated in the payroll export file. These ID’s may be listed in Ameego’s settings as  ‘Company Code’, ‘Branch ID’, ‘Department ID’, ‘Jobsite ID’ or ‘Payroll Client ID’. Please contact your payroll administrator/provider to obtain these IDs directly.
  • ADP-WFN: If this is your payroll provider, please contact our Client Success Team to setup the appropriate export for your location. Please forward your request to CS@myameego.com.
  • Statutory Holiday Pay definition: Statutory holiday pay is payable to eligible employees regardless of whether the statutory holiday falls on the employee's regularly scheduled day off. An eligible employee's entitlement to statutory holiday pay varies from province to province.
  • Statutory Holiday Premium Pay definition: In addition to statutory holiday pay, employees who work on the day of the statutory holiday, are also entitled to premium pay. An eligible employee's entitlement to statutory holiday premium pay varies from province to province.

Watch this quick demonstration of the payroll settings setup using Ceridian Powerpay: 

Setup_Ceridian_PP_take3.gif

Step 2 - Department Settings

Follow the steps below if your payroll provider requires an ID number associated with departments (jobs). 

  1. Navigate to INTEL, then click the ‘Payroll Settings’ tab.
  2. Click on the ‘Departments’ option in the menu on the left side of the page.
  3. Click the first department name to expand the options.
  4. Click ‘Edit Settings’.
  5. Add the department ID if required.
  6. Click ‘Save Changes’.
  7. Repeat this process until you have added a department ID to all of your departments.

Department Settings Notes: 

  • Department IDs can be acquired from your payroll provider if they are required.
  • Departments that are inactive in Ameego will be noted beside the department name.
  • Department IDs entered on the ‘Payroll Settings’ page will automatically be transposed on the department settings on the ‘Employee Manager’ page. They can be edited on either page and will be updated in both areas.

Step 3 - Employee Settings

Follow the steps below to add a payroll ID and other payroll related settings for all your employees. Please note that a payroll ID is mandatory to export an employee's hours. If your payroll provider does not have a required payroll ID, you will have to create unique IDs for all of your employees.

  1. Navigate to INTEL, then click the ‘Payroll Settings’ tab.
  2. Click on the ‘Employees’ option in the menu on the left side of the page. 
  3. Click the first employee name to show the settings options.
  4. Include in payroll: Turn this on if you require the employee's hours in the payroll export.
  5. Payroll ID: Enter the employee's unique payroll ID. 
  6. Overtime Exempt: Turn this on if the employee is exempt from all overtime.
  7. Apply breaks towards overtime: Turn this on if the employee’s paid breaks apply to overtime. 
  8. Enable Break Rules: Turn this on if the break rules in your ‘Settings’ page is set to 'apply to actual labour' and is applicable to the employee. 
  9. Click ‘Save Changes’.
  10. Repeat this process until you have edited all of your employees' information. 

Employee Setting Notes: 

  • A payroll ID cannot be duplicated among your active and inactive employees. Ameego will warn you if you attempt to add a payroll ID that is already in use.
  • Click on a column heading name to sort the list of employees alphabetically by that column. For example, click on the ‘Payroll ID’ column name to sort the list by Payroll ID. 
  • Payroll ID’s can be acquired from your payroll provider, or you can create them internally. 
  • Employees that are inactive in Ameego will be noted ‘inactive’ beside their name. Inactive employees are listed here in case you still need to process payroll for them since you have deactivated the profile in Employee Manager. All inactive employees are at the bottom of the list of employees regardless of the sort order.
  • Any employee information entered on the ‘Payroll Settings’ page will automatically be transposed on the employee’s settings on the ‘Employee Manager’ page. They can be edited on either page and will be updated in both areas.

If you have completed all of the steps above, we would like you to understand how to manage the data that will be used for your payroll export. The Time & Attendance page in Ameego contains your employees actual shift information that will be used in the payroll export. This shift information can be managed differently depending on the type of Ameego integration that you use. This is explained in our next section of this guide.


Click HERE to move to Section 2 - Time & Attendance

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